Client-Facing Estate Planning Associate Attorney

Oath; Camden (NJ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Mentorship program

Flexible PTO

Health/dental/vision insurance

401(k) with matching

Parental leave after 1 year

Job summary

Oath Law & Oath Planning is seeking an Associate Attorney in Camden, NJ to grow with a mission-driven team. This client-facing role focuses on estate and financial planning, public workshops, and comprehensive client consultations—without requiring prior estate planning experience.

You will collaborate with attorneys and staff, develop personalized plans, and lead signing appointments while maintaining detailed records and ongoing professional development.

Qualifications

• Juris Doctorate and active law license required.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking, persuasion, and education-based sales.
• Proficiency in Microsoft Office and Apple software preferred.
• Customer service experience is a plus.

Responsibilities

• Host and speak at public workshops to educate potential clients on estate and financial planning options.
• Conduct client consultations, gather necessary information, and help clients take action.
• Design and review individualized estate plans to ensure alignment with client goals.
• Lead document signing appointments, explain plans clearly, and address client questions.
• Collaborate with attorneys, advisors, and staff to deliver exceptional client service.
• Maintain detailed electronic records of meetings and communications.
• Meet weekly with a mentor attorney for ongoing guidance and professional development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Skills

Strong communication

Public speaking

Time management

Customer service

Persuasion

Education-based sales

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning is seeking an Associate Attorney in Camden, NJ to grow with a mission-driven team. This client-facing role focuses on estate and financial planning, public workshops, and comprehensive client consultations—without requiring prior estate planning experience.

You will collaborate with attorneys and staff, develop personalized plans, and lead signing appointments while maintaining detailed records and ongoing professional development.